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Church & Dwight delivered a strong Q1 with organic sales growing 5%, well above the approximately 3% outlook, driven by volume and record distribution gains as the number one across all CPG. Adjusted EPS of $0.95 was up 4.4%, beating the $0.92 outlook, with adjusted gross margin expanding 130 basis points to 46.4%. ARM & HAMMER laundry reached record shares, and TheraBreath and Hero continued outsized growth. Full-year 2026 guidance was reiterated.
Competitive Dynamics | Revenue Growth | Pricing | Demand | Capital Allocation | Product Launch | M&A | Inventory | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 3 | 3 | 1 | 3 | |||
| 2025Q1 | 12 | 6 | 7 | 5 | 5 | 2 | 3 | 5 |
| 2025Q2 | 10 | 7 | 5 | 3 | 4 | 3 | 1 | 1 |
| 2025Q3 | 9 | 7 | 6 | 3 | 2 | 1 | 4 | 2 |
| 2025Q4 | 3 | 4 | 2 | 2 | 3 | 2 | 1 | |
| 2026Q1 | 3 | 5 | 5 | 3 | 2 | 2 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Competitive Dynamics | 4 | 12 | 10 | 9 | 3 | 3 |
| Revenue Growth | 3 | 6 | 7 | 7 | 4 | 5 |
| Pricing | 7 | 5 | 6 | 2 | 5 | |
| Demand | 3 | 5 | 3 | 3 | 3 | |
| Capital Allocation | 1 | 5 | 4 | 2 | 2 | 2 |
| Product Launch | 3 | 2 | 3 | 1 | 3 | |
| M&A | 3 | 1 | 4 | 2 | 2 | |
| Inventory | 5 | 1 | 2 | 1 | 2 |
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.58B | +3.5% | $0.76 | +22.6% | 44.7% | 16.2% | 12.0% | $238M |
| FY2025 Q1 | $1.47B | -2.4% | $0.89 | -4.3% | 45.0% | 20.1% | 15.0% | $169M |
| FY2025 Q2 | $1.51B | -0.3% | $0.78 | -21.2% | 43.0% | 17.4% | 12.7% | $208M |
| FY2025 Q3 | $1.59B | +5.0% | $0.74 | +338.7% | 45.1% | 16.1% | 11.5% | $407M |
| FY2025 Q4 | $1.64B | +3.9% | $0.60 | -21.1% | 45.8% | 16.2% | 8.7% | $308M |
| FY2026 Q1Selected | $1.47B | +0.1% | $0.91 | +2.2% | 46.4% | 19.8% | 14.7% | $143M |
| FY2026 Q2 | $1.53B | +1.6% | $0.85 | +9.0% | 45.4% | 18.1% | 13.3% | $257M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Rupesh Parikh | Oppenheimer | 12 questions · 0% challenging |
| Chris Carey | Wells Fargo | 10 questions · 10% challenging |
| Peter Grom | UBS | 10 questions · 10% challenging |
| Steve Powers | Deutsche Bank | 10 questions · 20% challenging |
| Andrea Teixeira | JPMorgan | 9 questions · 0% challenging |
| Olivia Tong | Raymond James | 9 questions · 0% challenging |
| Javier Escalante |
Calendar quarter Q1 2026Earnings call May 1, 2026
FY2026 Q1 in brief
Church & Dwight delivered a strong Q1 with organic sales growing 5%, well above the approximately 3% outlook, driven by volume and record distribution gains as the number one across all CPG.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY +0.15% → base 5. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Church & Dwight (CHD), FY2026 Q1: 6/10. Scores: Church & Dwight’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: CHD daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
| Evercore ISI |
| 8 questions · 0% challenging |
| Bonnie Herzog | Goldman Sachs | 7 questions · 29% challenging |
| Kevin Grundy | BNP Paribas | 7 questions · 14% challenging |
| Filippo Falorni | Citigroup | 6 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Oppenheimer | 1 analyst | 12 questions · 0% challenging |
| Deutsche Bank | 1 analyst | 10 questions · 20% challenging |
| Wells Fargo | 1 analyst | 10 questions · 10% challenging |
| UBS | 1 analyst | 10 questions · 10% challenging |
| JPMorgan | 1 analyst | 9 questions · 0% challenging |
| Raymond James | 1 analyst | 9 questions · 0% challenging |
| Evercore ISI | 1 analyst | 8 questions · 0% challenging |
| Goldman Sachs | 1 analyst | 7 questions · 29% challenging |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CHD Church & Dwight | 6 | +0.1% | |
| CL Colgate-Palmolive | 7 | +8.4% | |
| CLX Clorox | 4 | +0.1% | |
| EL Estée Lauder Companies (The) | 9 | +4.6% | |
| KMB Kimberly-Clark | 5 | -14.0% | |
| KVUE Kenvue | 6 | +4.5% | |
| PG The Procter & Gamble Company | 5 | +7.4% |